See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,809 | $39,286-72.5% | $80,716-86.6% | $79,386-86.4% |
| Participation rate | 95.0% | 41.0%+54.0pp | 54.2%+40.8pp | 70.7%+24.3pp |
| Annual return | 39.91% | 98.95%-59.0pp | 87.28%-47.4pp | 116.85%-76.9pp |
| Employer contribution / active EE | $226 | $594-61.9% | $1,160-80.5% | $2,427-90.7% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,146-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $626-100.0% |